Sageworth Trust’s Standex International SXI Stock Holding History

Sageworth Trust’s Portfolio SXI Stock Details SXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-13	Closed	-$1K	–	731
2021 Q4	$1K	Sell	13 -47	-78%	-$5.11K	﹤0.01%	765
2021 Q3	$6K	Hold	60	–	–	﹤0.01%	659
2021 Q2	$6K	Buy	+60	New	+$5.82K	﹤0.01%	703

Other funds holding SXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sageworth Trust's SXI Position: Q1 2022 in Review

Sageworth Trust sold out of Standex International (SXI) in Q1 2022, closing a stake of 13 shares — an estimated $1K sold.

Sageworth Trust first reported a position in SXI in Q2 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 206 funds tracked by Wall St. Rank hold SXI as of Q1 2022.

Sageworth Trust reported no remaining Standex International position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 13 Standex International shares in Q1 2022, an estimated $1K.
Sageworth Trust first reported a position in Standex International in Q2 2021 and held it in 3 quarters.
Sageworth Trust's Standex International position peaked at $6K in Q3 2021.
206 funds tracked by Wall St. Rank held Standex International as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.